Sentences with phrase «as strategic asset allocation»
The percentage that each asset class is weighted over the long term is known as the strategic asset allocation.
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He joined the firm in November 1997 and his responsibilities include the management of real asset, tactical, and strategic multi-asset allocation strategies as well as conducting research, product development, and advising institutional clients on investment policy.
The fund's web page makes it clear that «BlackRock Canada will review, and may adjust, XTR's strategic asset allocation from time to time, as market conditions change.»
The purpose of a tactical asset allocation strategy is to increase risk adjusted returns as compared to a fixed or strategic asset allocation.
«One investment concept that has gained prominence as a result, is the de-risking glide path, a formulaic evolution of a plan's strategic asset allocation that gradually reduces risk as either funded status improves, interest rates increase or both.
(As a value investor my problem with a strategic asset allocation is that it ignores the most important variable: valuation).
If markets are trending upward, it makes sense to implement a strategic asset allocation as soon as you can.
A strategic asset allocation would have had the same percentage allocated to equities when they were selling at historically expensive prices compared to earnings as when they were selling at a fraction of those prices a few years later.